How can we help you today?

Running Reports

This page explains the basics of running reports and some of the specific options available for certain reports.

This is not the full range of reports available but moreover a list of useful options on some of the larger reports.

Running Reports by Company

When printing/print previewing a report you can run some reports for the whole company:

Left click the company name from the employee list on the home-screen.

Click on ‘Reports’ along the top of the software.

Find the report you want to run.

Running Reports by Department/Division/Location

You can also run reports for employees within a department/division/location by left clicking the ‘department/division/location name’ in the employee list down the left hand side and selecting ‘Reports’.

Running Reports by Employee

When printing/print previewing a report you can run some reports for individual employees

Left click the employees name down the left hand side of the screen.

Click on ‘Reports’ along the top of the software.

Find the report you want to run.

You can also print/print preview reports for an individual employee another way:

Right click the employees name down the left hand side of the screen.

Click on ‘Employee Print’ on the right click menu.

Find the report you want to run.

Reporting Options

When running reports within the software you will generally be presented with a ‘Selection Criteria’ page. This will allow you to specify how you want the report to run . This will differ depending on the report being run.

Note that not all ‘Selection Criteria’ options available with every report.

Report filters

Grouping by Level 1/Level 2/Level 3

If you have setup and grouped employees into Divisions/Departments/Locations then you can divide the employee’s into their divisions.

Suppress Superseded

If you have ‘Back Processed’ any employees then these back processed ‘Superseded’ records can be included/not included on certain reports. If including superseded records on a report, then these will show up with an (S) in brackets.

Include All Pay Frequencies

On some reports you can tick the ‘Include All Pay Frequencies?’ tick box to show all the employee date, weekly/monthly etc and all pay periods for the whole year.

Tax Code Selection

On certain reports you can select if you want to include just PAYE tax codes or CIS Tax Codes (if you pay both PAYE and CIS employees in this company) then you can select which codes to include on the report.

Print Preview

This will allow you to preview the report before printing if needed.

Pay Frequency

Reports can be adapted to only include employees on the same pay frequency. If it is necessary to print the report to include all employees, tick the ‘Include all Pay Frequencies?’ tick box.

Pay Periods

A single period or range of periods can be reported using the ‘Start’ and ‘End’ drop down boxes. If the ‘Include all Pay Frequencies?’ tick box is ticked then it will run all applicable data for the tax year.

Font Size

On some reports you can change the font size to be either 10 or 6. When printing to payslip or other reporting stationery, the font size cannot be changed.

Include Leavers

When running reports, if you want to include any leavers who have applicable data to report on, then tick the ‘Include Leavers?’ tick box to include leavers in the report.

Printer Setup

This will allow you to check printers and printer preferences on your machine/network.

Page Setup

This will you to check and set the printer page setup.

Print

This will print the report you have selected.

RTI Options

With Real Time Information you need to submit a ‘Full Payment Submission’ (FPS) every time employees are paid. When printing payslips you can choose to submit the FPS to HMRC automatically or send manually yourself later.

No Action:

If you select ‘Take no Action’ after printing payslips then the FPS will need to be submitted manually using either the menu option ‘Company’ > ‘Submit RTI FPS’ or the menu option ‘File by Internet’ > ‘Submit to HMRC’ and select ‘Full Submission for Pay Period’.

Create XML:

If you select ‘Create FPS XML’ here when printing payslips then the FPS submission will be generated and will need to be submitted to HMRC manually through QTAC using ‘File by Internet’ > ‘Schedule Submission’.

Submit XML:

Selecting this option will submit the FPS file automatically to HMRC. All these ‘User Options’ can be set under ‘Company’ > ‘User Options’.

Print Previewing Reports

If you want to preview a report before printing or just for checking purposes, go into ‘Reports’ and select the report required and on the ‘Selection Criteria’ screen select the ‘Print Preview’ button.